Civic Intelligence

Albert J Schmidt Trust

990PF • Fiscal year 2017 • EIN 27-6732089

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

Organization Profile
PO Box 928Burlington, IA 52601

(319) 754-2250

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

$2,076,937

No earlier filing loaded for comparison.

Net Assets

$2,076,937

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin99th percentile

Revenue

$2,134,372

No earlier filing loaded for comparison.

Expenses

$57,435

No earlier filing loaded for comparison.

Net Income

$2,076,937

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2017: $2,076,937Liabilities 2017: $0Net Assets 2017: $2,076,9372017Assets 2018: $2,058,555Liabilities 2018: $0Net Assets 2018: $2,058,5552018Assets 2019: $2,042,277Liabilities 2019: $0Net Assets 2019: $2,042,2772019Assets 2020: $1,876,878Liabilities 2020: $0Net Assets 2020: $1,876,8782020Assets 2021: $1,973,063Liabilities 2021: $0Net Assets 2021: $1,973,0632021Assets 2022: $1,985,116Liabilities 2022: $0Net Assets 2022: $1,985,1162022Assets 2023: $1,886,640Liabilities 2023: $0Net Assets 2023: $1,886,6402023Assets 2024: $1,975,394Liabilities 2024: $0Net Assets 2024: $1,975,3942024

Highlighted filing

2017

Assets$2,076,937
Liabilities$0
Net Assets$2,076,937
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $2,134,372Expenses 2017: $57,435Net Income 2017: $2,076,9372017Revenue 2018: $67,783Expenses 2018: $86,165Net Income 2018: -$18,3822018Revenue 2019: $81,590Expenses 2019: $97,868Net Income 2019: -$16,2782019Revenue 2020: -$48,864Expenses 2020: $116,535Net Income 2020: -$165,3992020Revenue 2021: $212,563Expenses 2021: $116,378Net Income 2021: $96,1852021Revenue 2022: $146,502Expenses 2022: $134,449Net Income 2022: $12,0532022Revenue 2023: $19,518Expenses 2023: $117,994Net Income 2023: -$98,4762023Revenue 2024: $204,823Expenses 2024: $116,069Net Income 2024: $88,7542024

Highlighted filing

2017

Revenue$2,134,372
Expenses$57,435
Net Income$2,076,937
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FARMERS MERCHANTS BANK TRUSTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Albert J Schmidt Trust
EIN
27-6732089
Phone
3197542250
Address
PO BOX 928, BURLINGTON, IA 52601

Signing Officer

Name
Farmers Merchants Bank Trust
Title
Trustee
Phone
3197542250
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Menke & Company
Address
320 N 3RD ST STE 300, BURLINGTON, IA 52601-5313
Preparer
Jay W Henrich
Phone
3197532000
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
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ReturnHeader/FilingSecurityInformation/IPTm014:15:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421363298
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0320 N 3RD ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0526015313
ReturnHeader/PreparerPersonGrp/PhoneNum03197532000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY W HENRICH
ReturnHeader/ReturnTs02018-05-14T14:15:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,076,937
Liabilities
$0
Net assets
$2,076,937
Revenue
$2,134,372
Expenses
$57,435
Net income
$2,076,937
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.20$0.12$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.02$0.12$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.15$0.13$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.21$0.12$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.05$0.12$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.08$0.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.07$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$2.13$0.06$2.08